American Century Companies Inc. Buys 4,920 Shares of EMCOR Group, Inc. $EME

American Century Companies Inc. lifted its stake in EMCOR Group, Inc. (NYSE:EME) by 1.4% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 354,437 shares of the construction company’s stock after acquiring an additional 4,920 shares during the period. American Century Companies Inc. owned 0.79% of EMCOR Group worth $230,221,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Main Street Group LTD boosted its holdings in shares of EMCOR Group by 110.0% during the 3rd quarter. Main Street Group LTD now owns 42 shares of the construction company’s stock worth $27,000 after buying an additional 22 shares during the period. Quent Capital LLC bought a new stake in EMCOR Group during the 3rd quarter valued at approximately $29,000. Orion Capital Management LLC acquired a new stake in EMCOR Group in the 3rd quarter valued at approximately $31,000. Tobam increased its position in EMCOR Group by 1,900.0% in the 2nd quarter. Tobam now owns 80 shares of the construction company’s stock worth $43,000 after buying an additional 76 shares during the period. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in shares of EMCOR Group during the second quarter worth approximately $43,000. Institutional investors and hedge funds own 92.59% of the company’s stock.

Key Stories Impacting EMCOR Group

Here are the key news stories impacting EMCOR Group this week:

• Positive Sentiment: Q4 results topped estimates — EPS $7.19 vs. $6.68 consensus and revenue $4.51B vs. $4.28B; revenue rose 19.7% year‑over‑year and margins/ROE remain strong. This is the main fundamental positive underpinning the stock today. EME Q4 Earnings Beat
• Positive Sentiment: Analyst upgrades/target raises — DA Davidson raised its target to $900 (buy) and Robert W. Baird lifted its target to $808 (outperform), signaling continued bullish analyst sentiment and sizable upside from current levels. Analyst Target Raises
• Positive Sentiment: Secular growth tailwind — industry pieces highlight EMCOR as a beneficiary of AI/data‑center buildouts (power, cooling, infrastructure), which supports multi‑year demand expectations. AI Data Center Tailwind
• Neutral Sentiment: FY‑2026 guidance provided — EPS guidance of $27.25–$29.25 and revenue guidance $17.8B–$18.5B (company release). Range roughly brackets consensus, so the update is not a clear surprise but will shift focus to execution against the midpoint. Company Press Release
• Neutral Sentiment: Full disclosure materials available — investors can review the slide deck and earnings‑call transcript for detail on backlog, margins and segment trends. Earnings Call Transcript
• Negative Sentiment: Stock sold off intraday/premarket despite the beat — some traders took profits after recent gains and the stock’s elevated valuation, which pressured the price even with strong results. Market Reaction
• Negative Sentiment: High valuation and recent run‑up increase sensitivity — EME’s premium multiple and proximity to 12‑month highs make the stock vulnerable to profit‑taking and any guidance nuance. No external link

EMCOR Group Stock Performance

EME opened at $724.93 on Friday. The firm has a market cap of $32.46 billion, a price-to-earnings ratio of 25.68 and a beta of 1.17. The firm’s 50-day simple moving average is $708.44 and its 200-day simple moving average is $664.37. EMCOR Group, Inc. has a twelve month low of $320.89 and a twelve month high of $835.00.

EMCOR Group (NYSE:EME) last announced its quarterly earnings results on Thursday, February 26th. The construction company reported $7.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.68 by $0.51. The firm had revenue of $4.51 billion during the quarter, compared to the consensus estimate of $4.28 billion. EMCOR Group had a net margin of 7.49% and a return on equity of 37.51%. The firm’s quarterly revenue was up 19.7% on a year-over-year basis. During the same period last year, the firm posted $6.32 EPS. EMCOR Group has set its FY 2026 guidance at 27.250-29.250 EPS. As a group, sell-side analysts anticipate that EMCOR Group, Inc. will post 20.74 EPS for the current fiscal year.

EMCOR Group declared that its Board of Directors has initiated a stock buyback program on Thursday, December 18th that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the construction company to reacquire up to 1.9% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its shares are undervalued.

EMCOR Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Wednesday, January 14th were issued a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend was Wednesday, January 14th. This is an increase from EMCOR Group’s previous quarterly dividend of $0.25. EMCOR Group’s dividend payout ratio (DPR) is presently 6.43%.

Analysts Set New Price Targets

EME has been the topic of a number of research reports. Zacks Research lowered shares of EMCOR Group from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Weiss Ratings restated a “buy (b)” rating on shares of EMCOR Group in a report on Wednesday, January 21st. Wall Street Zen lowered shares of EMCOR Group from a “strong-buy” rating to a “buy” rating in a research report on Saturday, November 8th. Robert W. Baird lifted their target price on EMCOR Group from $713.00 to $808.00 and gave the stock an “outperform” rating in a research report on Friday. Finally, Stifel Nicolaus upped their price target on EMCOR Group from $713.00 to $754.00 and gave the company a “buy” rating in a report on Monday, January 26th. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $731.33.

EMCOR Group Profile

EMCOR Group, Inc is a provider of mechanical and electrical construction, industrial and energy infrastructure, and facilities services to commercial, institutional and industrial clients. The company delivers a broad range of services that include design-build and traditional construction of mechanical, electrical and plumbing systems; ongoing facilities maintenance and operations; and specialized industrial services for sectors such as manufacturing, data centers, healthcare and utilities.

EMCOR’s service offerings encompass HVAC, plumbing, electrical installation and maintenance, fire protection, building automation and controls, commissioning, testing and balancing, and energy management solutions.